FRANKLIN MUTUAL QUEST FUND CLASS Z (MQIFX)

Basic Info 14.59 0.04(0.27%)
May 17

FRANKLIN MUTUAL QUEST FUND CLASS Z started on 12/22/1981
FRANKLIN MUTUAL QUEST FUND CLASS Z is classified as asset class WORLD STOCK
FRANKLIN MUTUAL QUEST FUND CLASS Z expense ratio is 0.78%
FRANKLIN MUTUAL QUEST FUND CLASS Z rating is
(93%)

FRANKLIN MUTUAL QUEST FUND CLASS Z (MQIFX) Dividend Info

FRANKLIN MUTUAL QUEST FUND CLASS Z (MQIFX) dividend growth in the last 12 months is 27.82%

The trailing 12-month yield of FRANKLIN MUTUAL QUEST FUND CLASS Z is 4.94%. its dividend history:

DateDividend
12/20/2023 0.6188
10/02/2023 0.0111
12/20/2022 0.4907
10/03/2022 0.0021
12/17/2021 0.3652
10/01/2021 0.0096
12/18/2020 0.473
10/02/2020 0.014
12/20/2019 0.479
10/04/2019 0.016
12/21/2018 1.6874
10/05/2018 0.0949
12/22/2017 0.586
09/01/2017 0.174
12/22/2016 1.216
09/02/2016 0.07
12/18/2015 0.683
12/22/2014 2.549
09/05/2014 0.041
12/20/2013 2.152
09/06/2013 0.445
12/20/2012 1.466
09/07/2012 0.269
12/16/2011 0.742
09/02/2011 0.354
12/17/2010 1.273
09/03/2010 0.012
12/18/2009 0.334
09/04/2009 0.016
12/19/2008 1.604
09/05/2008 0.123
12/21/2007 1.924
06/15/2007 0.101
12/22/2006 1.419
06/16/2006 0.285
12/23/2005 1.606
06/17/2005 0.256
04/22/2005 0.001
12/17/2004 1.291
06/18/2004 0.031
12/19/2003 0.211
06/13/2003 0.102
12/20/2002 0.204
06/14/2002 0.275
12/14/2001 0.973
06/22/2001 0.493
12/15/2000 1.18
06/23/2000 1.352
12/17/1999 1.206
06/18/1999 0.567
12/18/1998 1.46
07/13/1998 0.32
12/22/1997 1.73
07/07/1997 0.31
12/23/1996 2.45
06/10/1996 1
12/26/1995 3.17
07/06/1995 0.75
12/27/1994 1.68
07/07/1994 0.18
12/27/1993 2.63
07/08/1993 0.3
12/28/1992 1.16
07/02/1992 0.35
12/27/1991 0.74
07/05/1991 0.3
12/27/1990 1.36
06/15/1990 0.25
12/22/1989 3
06/20/1989 0.75
12/22/1988 1.7
07/08/1988 0.75
12/24/1987 1.67
07/06/1987 0.65
01/09/1987 1.85
07/15/1986 0.16
06/20/1986 0.4
01/10/1986 1.6
12/27/1985 0.25
06/24/1985 0.055
12/28/1984 0.15
06/22/1984 0.025
12/29/1983 0.145
06/17/1983 0.05
12/27/1982 0.15
12/23/1981 0.18

Dividend Growth History for FRANKLIN MUTUAL QUEST FUND CLASS Z (MQIFX)

Year
Payout Amount
Year Start Yield
Annual Payout Growth (YoY)
CAGR to 2023
2023 $0.6299 4.82% 27.82% -
2022 $0.4928 3.38% 31.48% 27.82%
2021 $0.3748 2.82% -23.04% 29.64%
2020 $0.487 3.44% -1.62% 8.96%
2019 $0.495 3.80% -72.23% 6.21%
2018 $1.7823 11.16% 134.51% -18.78%
2017 $0.76 4.87% -40.90% -3.08%
2016 $1.286 8.99% 88.29% -9.69%
2015 $0.683 4.22% -73.63% -1.01%
2014 $2.59 14.31% -0.27% -14.54%
2013 $2.597 15.50% 49.68% -13.21%
2012 $1.735 10.56% 58.30% -8.80%
2011 $1.096 6.14% -14.71% -4.51%
2010 $1.285 7.38% 267.14% -5.34%
2009 $0.35 2.37% -79.73% 4.29%
2008 $1.727 7.95% -14.72% -6.50%
2007 $2.025 9.20% 18.84% -7.04%
2006 $1.704 8.48% -8.53% -5.69%
2005 $1.863 9.61% 40.92% -5.85%
2004 $1.322 7.37% 322.36% -3.83%
2003 $0.313 2.21% -34.66% 3.56%
2002 $0.479 2.91% -67.33% 1.31%
2001 $1.466 8.93% -42.10% -3.77%
2000 $2.532 15.18% 42.81% -5.87%
1999 $1.773 10.71% -0.39% -4.22%
1998 $1.78 9.79% -12.75% -4.07%
1997 $2.04 6.32% -40.87% -4.42%
1996 $3.45 11.57% -11.99% -6.10%
1995 $3.92 14.67% 110.75% -6.32%
1994 $1.86 6.93% -36.52% -3.66%
1993 $2.93 12.01% 94.04% -4.99%
1992 $1.51 7.12% 45.19% -2.78%
1991 $1.04 5.67% -35.40% -1.55%
1990 $1.61 7.19% -57.07% -2.80%
1989 $3.75 16.53% 53.06% -5.11%
1988 $2.45 12.50% -41.25% -3.81%
1987 $4.17 20.67% 93.06% -5.11%
1986 $2.16 11.22% 608.20% -3.28%
1985 $0.305 1.83% 74.29% 1.93%
1984 $0.175 1.10% -10.26% 3.34%
1983 $0.195 1.49% 30.00% 2.97%
1982 $0.15 1.27% -16.67% 3.56%
1981 $0.18 1.54% - 3.03%

Dividend Growth Chart for FRANKLIN MUTUAL QUEST FUND CLASS Z (MQIFX)

FRANKLIN MUTUAL QUEST FUND CLASS Z (MQIFX) Historical Returns And Risk Info

From 01/03/1986 to 05/17/2024, the compound annualized total return (dividend reinvested) of FRANKLIN MUTUAL QUEST FUND CLASS Z (MQIFX) is 10.057%. Its cumulative total return (dividend reinvested) is 3,851.779%.

From 01/03/1986 to 05/17/2024, the Maximum Drawdown of FRANKLIN MUTUAL QUEST FUND CLASS Z (MQIFX) is 34.6%.

From 01/03/1986 to 05/17/2024, the Sharpe Ratio of FRANKLIN MUTUAL QUEST FUND CLASS Z (MQIFX) is 0.72.

From 01/03/1986 to 05/17/2024, the Annualized Standard Deviation of FRANKLIN MUTUAL QUEST FUND CLASS Z (MQIFX) is 11.1%.

From 01/03/1986 to 05/17/2024, the Beta of FRANKLIN MUTUAL QUEST FUND CLASS Z (MQIFX) is 0.47.

Last 1 Week* YTD*(2024) 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Since
01/03/1986		 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005 2004 2003 2002 2001 2000 1999 1998 1997 1996 1995 1994 1993 1992 1991 1990 1989 1988 1987 1986 1985 1984 1983 1982 1981
Annualized Return(%) 1.2 6.6 19.7 3.4 4.5 4.0 7.0 6.8 10.1 15.8 -6.9 11.5 -1.8 12.4 -7.3 7.3 16.3 -6.5 6.1 26.0 12.6 -1.9 10.2 20.6 -25.3 9.2 19.3 11.3 16.6 30.5 -12.7 8.2 14.2 13.6 0.5 24.9 21.2 26.6 5.7 22.7 22.7 21.2 -10.1 14.7 30.2 18.3 16.7 16.5 6.4 23.2 12.1 2.2
Sharpe Ratio NA 1.92 1.89 0.09 0.21 0.22 NA NA 0.72 1.06 -0.54 1.41 -0.09 1.4 -0.94 1.42 1.86 -0.74 0.26 3.67 1.47 -0.13 0.82 1.99 -1.55 0.68 2.09 1.48 2.19 4.07 -1.08 0.46 0.78 1.03 -0.2 2.25 2.67 4.21 0.4 3.15 3.54 2.54 -2.02 1.49 4.19 0.75 0.82 1.49 -0.03 1.54 0.44 14.46
Draw Down(%) NA 4.6 6.6 19.9 30.6 30.6 NA NA 34.6 11.0 19.9 5.3 30.6 6.5 15.0 2.7 8.6 13.7 17.5 4.2 8.2 16.2 11.2 9.9 30.3 8.1 7.4 4.6 6.6 8.4 23.3 15.3 8.9 12.2 27.1 6.3 6.7 3.2 6.1 3.2 2.8 5.3 16.2 5.9 2.3 23.9 9.5 6.4 5.8 6.8 4.1 0.0
Standard Deviation(%) NA 7.5 8.4 11.7 13.8 13.3 NA NA 11.1 11.0 15.4 8.1 22.0 7.8 9.2 4.7 8.6 8.8 23.3 7.1 8.6 15.0 12.3 10.3 16.9 9.3 7.7 6.1 7.2 7.3 12.8 13.1 12.9 10.1 14.4 9.5 6.6 5.4 7.0 6.5 5.7 6.8 7.6 6.0 6.1 18.9 15.3 7.6 9.8 11.1 10.4 10.0
Treynor Ratio NA 0.27 0.27 0.02 0.04 0.05 NA NA 0.17 0.19 -0.12 0.27 -0.03 0.17 -0.15 0.15 0.36 -0.13 0.07 0.52 0.26 -0.03 0.19 0.64 -0.74 0.14 0.34 0.21 0.38 0.77 -0.3 0.12 0.24 0.32 -0.06 0.69 0.4 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0
Alpha NA 0.02 0.03 0.01 0.0 0.0 NA NA 0.03 0.01 0.02 0.03 -0.04 0.0 0.0 -0.02 0.05 -0.02 0.05 0.06 0.01 0.02 0.01 0.03 -0.04 0.0 0.02 0.01 0.03 0.05 -0.03 0.07 0.07 0.01 -0.03 0.08 0.07 NA NA NA NA NA NA NA NA NA NA NA NA NA NA NA
Beta NA 0.54 0.58 0.64 0.66 0.62 NA NA 0.47 0.61 0.67 0.42 0.7 0.63 0.58 0.43 0.44 0.51 0.85 0.5 0.49 0.54 0.54 0.32 0.35 0.45 0.47 0.44 0.42 0.39 0.47 0.49 0.43 0.33 0.48 0.31 0.44 NA NA NA NA NA NA NA NA NA NA NA NA NA NA NA
RSquare NA 0.56 0.63 0.68 0.76 0.55 NA NA 0.42 0.46 0.79 0.43 0.88 0.71 0.74 0.44 0.73 0.77 0.15 0.75 0.82 0.89 0.86 0.83 0.84 0.83 0.76 0.56 0.58 0.61 0.62 0.5 0.27 0.17 0.45 0.22 0.15 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0
Yield(%) N/A 0.0 4.9 3.4 3.5 5.0 7.3 7.2 N/A 4.8 3.4 2.9 3.4 3.8 11.1 4.9 9.0 4.2 14.3 15.5 10.6 6.1 7.4 2.4 7.9 9.2 8.5 9.6 7.4 2.2 2.9 8.9 15.2 10.8 9.8 6.3 11.6 14.7 6.9 12.0 7.1 5.7 7.2 16.5 12.5 20.7 11.2 1.9 1.1 1.5 1.3 1.5
Dividend Growth(%) N/A -100.0 27.8 -45.8 -65.1 -39.0 -41.1 N/A N/A 28.6 28.9 -20.8 -4.0 -71.9 134.2 -41.1 89.7 -73.7 0.0 48.9 59.6 -14.8 265.7 -79.7 -14.9 18.8 -9.1 41.7 325.8 -35.4 -67.1 -42.3 42.1 0.0 -12.7 -40.9 -12.0 110.8 -36.5 94.0 45.2 -35.4 -57.1 53.1 -41.2 93.1 596.8 82.4 -10.5 26.7 -16.7 N/A

Return Calculator for FRANKLIN MUTUAL QUEST FUND CLASS Z (MQIFX)

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FRANKLIN MUTUAL QUEST FUND CLASS Z (MQIFX) Historical Return Chart

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FRANKLIN MUTUAL QUEST FUND CLASS Z (MQIFX) Rolling Returns Charts

A rolling return for a period such as 5-year, as of a specific date, represents the investment’s performance over the preceding five years leading up to that date. In the 5-year rolling chart, the value on any given date corresponds to the annualized return for the preceding 5 years up to that very date. Thus, for instance, the chart value on 8/28/2015 reflects the annualized return from 8/28/2010 to 8/28/2015. A 5-year rolling return chart for an investment (stock, fund or portfolio) depicts the return sequence of 5-year trailing returns for the dates in the chart.

These rolling returns contrast with the most recent 3, 5, 10, and 15-year returns, as they solely depict the returns for those respective periods leading up to the most recent date, without encompassing every date in the historical record.

Rolling return charts offer a more precise insight into a portfolio’s risk and return stability (including funds or individual stocks). This is particularly true when focusing on the minimal return points within a rolling return chart as a measure of a fund or a portfolio's risk. A well-known observation, often attributed to ‘Murphy’s law’, is that it tends to perform poorly when investors decide to follow an investment due to its recent strong returns. Sound familiar? Information regarding minimum rolling returns could help mitigate this predicament. Investors can opt for an investment showcasing high minimum rolling returns within their preferred holding durations. In fact, merely possessing knowledge of such minimum rolling period returns can anchor investors’ expectations.

For instance, let’s consider an investor who follows a model portfolio (or even simply purchases and holds a fund like VFINX or SPY) for 10 years. Armed with knowledge of this portfolio’s minimum 10-year rolling return since its inception date or the fund’s inception (in the case of VFINX, recognizing that the minimum 10-year rolling return since 1987 could be as low as -2.24%), the investor should reasonably anticipate the potential for the portfolio to incur losses over the forthcoming 10 years.

Minimum rolling return for a period such as 10-year offers a different and often better historical risk and return metric than other popular risk and return metrics such as Sharpe ratio, standard deviation (volatility) or maximum drawdown.

See Portfolio Calculator and Rolling Returns for more detailed description.

From 01/03/1986 to 05/17/2024, the worst annualized return of 3-year rolling returns for FRANKLIN MUTUAL QUEST FUND CLASS Z (MQIFX) is -5.82%.
From 01/03/1986 to 05/17/2024, the worst annualized return of 5-year rolling returns for FRANKLIN MUTUAL QUEST FUND CLASS Z (MQIFX) is -1.68%.
From 01/03/1986 to 05/17/2024, the worst annualized return of 10-year rolling returns for FRANKLIN MUTUAL QUEST FUND CLASS Z (MQIFX) is 3.03%.
From 01/03/1986 to 05/17/2024, the worst annualized return of 20-year rolling returns for FRANKLIN MUTUAL QUEST FUND CLASS Z (MQIFX) is 5.96%.

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